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The Report option in the Ribbon menu will show a selection of available reports from the items overview.
Ribbon options for Items
If you select an Item you can see which options are available for items in the Ribbon menu;
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- New item: Creates a new item in the selected item group. The new item will be assigned an item number. A dialogue window will automatically open where you can add data to the item. You can edit this data later in the item property pane. You can also move an item from one item group to another by click & drag. Note that if you move an item, the item will be assigned a new item number dependent on which group you move it to.
- Open item: Opens the item specifications for reading and editing. Specifications can also be viewed/edited by adding the specification pane to the user interface.
- Delete item: Deletes selected item(s). Note that if an item or items already have occurrences in either rooms or room templates/equipment templates, you will get a warning message asking for your confirmation.
- Copy item: Copies selected item. This will give the copy a new item number, and all properties, specifications, pictures and documents will be copied.
- Show log: Showing log changes for selected item. The log will show changes occurred in all properties and specifications for the item.
- Add document: Upload a document and attach it to the item.
- Link to documents: If you've already uploaded a document you can attach existing documents to the item. This way you avoid duplicate documents in the database.
- Transfer occurrences: Transfers all occurrences of the selected item to another item. Note that occurrences that are sub-items will not be transferred to the other item. See also more in the section for sub-items.
Properties and specifications
Information relating to an item appears in two different panels; Properties and Specifications. In many cases you will want to have both of these panels available when working with items.
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